AI-Agents for Sales Representatives in Handoffs working with Microsoft Office 365
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Draft prospect proposals with supported prices and questions to resolve.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsGet a ranked prospect spreadsheet from an emailed search link.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
12 toolsAdd checked company activity clues to prospect lists.
Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.
7 toolsSend approved prospects a personal first email from the rep's mailbox.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
8 toolsAnswer new prospects' service questions before personal follow-up.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
49 toolsSend each new referral a relevant first email and record the follow-up.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
20 toolsStart buyer conversations with first emails grounded in approved pitches.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
8 toolsSend approved prospect emails from assigned accounts without repeats.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
7 toolsWrite and send a sourced first email from the assigned rep's address.
Your lead approves a target account, and you get a relevant first email or a clear reason to review it.
5 toolsSend approved bids to the right buyer and receive the send details.
Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.
6 toolsFind the right sales meeting link for a prospect follow-up.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
8 toolsQueue personalized first emails to prospects cleared for contact.
See first outreach emails queued for your send window, with a clear reason for every prospect left out.
5 tools
